LROIX vs. RCTIX
Compare and contrast key facts about BrandywineGLOBAL - Global Unconstrained Bond Fund (LROIX) and River Canyon Total Return Bond Fund (RCTIX).
LROIX is managed by Franklin Templeton Investments. It was launched on Feb 27, 2011. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LROIX or RCTIX.
Correlation
The correlation between LROIX and RCTIX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LROIX vs. RCTIX - Performance Comparison
Key characteristics
LROIX:
0.87
RCTIX:
4.02
LROIX:
1.27
RCTIX:
6.40
LROIX:
1.16
RCTIX:
1.89
LROIX:
0.61
RCTIX:
8.38
LROIX:
2.20
RCTIX:
23.48
LROIX:
2.28%
RCTIX:
0.40%
LROIX:
5.79%
RCTIX:
2.32%
LROIX:
-14.55%
RCTIX:
-10.89%
LROIX:
-1.81%
RCTIX:
0.00%
Returns By Period
In the year-to-date period, LROIX achieves a 3.85% return, which is significantly higher than RCTIX's 1.44% return. Over the past 10 years, LROIX has underperformed RCTIX with an annualized return of 1.05%, while RCTIX has yielded a comparatively higher 4.91% annualized return.
LROIX
3.85%
2.12%
0.88%
4.27%
1.41%
1.05%
RCTIX
1.44%
0.94%
2.95%
9.08%
4.39%
4.91%
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LROIX vs. RCTIX - Expense Ratio Comparison
LROIX has a 0.85% expense ratio, which is lower than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
LROIX vs. RCTIX — Risk-Adjusted Performance Rank
LROIX
RCTIX
LROIX vs. RCTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Global Unconstrained Bond Fund (LROIX) and River Canyon Total Return Bond Fund (RCTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LROIX vs. RCTIX - Dividend Comparison
LROIX's dividend yield for the trailing twelve months is around 6.36%, less than RCTIX's 7.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LROIX BrandywineGLOBAL - Global Unconstrained Bond Fund | 6.36% | 6.60% | 3.21% | 1.34% | 2.19% | 0.97% | 0.00% | 3.57% | 2.15% | 0.00% | 3.60% | 3.45% |
RCTIX River Canyon Total Return Bond Fund | 7.90% | 7.90% | 8.51% | 6.00% | 3.02% | 3.79% | 2.70% | 3.30% | 4.89% | 2.32% | 5.74% | 0.00% |
Drawdowns
LROIX vs. RCTIX - Drawdown Comparison
The maximum LROIX drawdown since its inception was -14.55%, which is greater than RCTIX's maximum drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for LROIX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
LROIX vs. RCTIX - Volatility Comparison
BrandywineGLOBAL - Global Unconstrained Bond Fund (LROIX) has a higher volatility of 1.10% compared to River Canyon Total Return Bond Fund (RCTIX) at 0.55%. This indicates that LROIX's price experiences larger fluctuations and is considered to be riskier than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.